Dell Technologies

Dell Technologies, Inc. is a holding company, which engages in the provision of information technology hardware, software, and service solutions through its subsidiaries. It operates through the following segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment consists of sales to commercial and consumer customers of desktops, thin client products, and notebooks. The VMware segment provides compute, cloud management, networking and security, storage and availability, and other end-user computing offerings. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Dell reports resilient Q1 performance and focuses on cloud growth

Dell's Q1 performance showcased resilience in the face of challenges, with strong revenue, gross margins, and cash flow. The company's focus on innovation and cost management positions it well for future growth, despite softness in certain segments. Dell remains optimistic about opportunities in cloud services and expects improvement in demand as the year progresses.

Dell reports strong Q2 earnings, raises FY '24 revenue expectations

The earnings call provided insights into Dell's performance, market dynamics, and strategic focus on AI, storage, and capital allocation. The company's growth opportunities were discussed, along with its pricing discipline and focus on core profit pools across the market.

Dell reports solid Q3 performance, eyes growth in fiscal '25

Dell's Q3 performance was solid, driven by strong cash flow and AI-optimized server demand. While facing challenges in CSG revenue and ISG margin rates, the company is focused on capital return and anticipates growth opportunities in fiscal year '25.

Dell reports record FY '23 revenue and EPS, anticipates challenging FY '24 start

Dell Technologies delivered strong financial performance in FY '23, with record revenue and EPS. While facing challenges in Q4 and expecting a tough start to FY '24, Dell remains confident in its long-term market health. The company is focused on cost controls, innovation, and gaining share in core business segments.

Dell Technologies Q1 earnings resilient amidst soft storage demand

Dell Technologies navigated a challenging demand environment with a focus on cost management and innovation. While facing margin pressure from soft storage demand, the company aims for sequential growth and margin improvement. Share repurchases exceeded targets, and leadership changes were announced.

Dell Technologies surpasses Q2 expectations, eyes AI growth opportunities

Dell Technologies exceeded Q2 expectations with strong financial performance driven by AI solutions and robust server demand. Despite market challenges, Dell remains optimistic about growth in premium PC segments and opportunities in AI innovation. The company's strategic focus on AI, cost efficiency, and pricing discipline positions it well for future success.

Dell Technologies reports solid Q3 earnings amidst AI growth

Dell Technologies delivered strong financial results in Q3, with revenue of $22.3 billion and a focus on profit and cash flow amidst operational challenges.
The company showcased strengths in margin management, product mix optimization, and growth in key segments like AI-optimized servers and data protection.
While facing challenges such as supply chain constraints and margin pressures, Dell is well-positioned to capitalize on opportunities in AI, networking, and storage markets.
With a strategic focus on profitable growth, capital returns to shareholders, and market expansion, Dell aims to return to growth in FY '25 above its long-term financial framework.

Dell Technologies reports strong Q4 earnings, eyes AI growth

Dell Technologies is well-positioned for growth, with a focus on operational excellence and profitability. The company anticipates growth in ISG fueled by AI and modest growth in traditional servers. Dell's commitment to returning value to shareholders and optimism for the future highlight a positive outlook.

Dell Technologies reports strong Q1 earnings, eyes AI growth

Dell Technologies delivered a solid performance in Q1 with revenue growth driven by servers and commercial PCs. The company showcased strength in AI innovation and storage solutions.
Challenges lie in margin pressure from inflationary costs and increased server mix. However, opportunities in AI growth, commercial clients, and storage revenue improvement are on the horizon.
Overall, Dell's financial position remains robust, with positive guidance for FY '25 revenue and a focus on accelerating AI adoption. The company's engineering expertise and innovation momentum are key strengths.

Dell reports robust Q2 earnings, eyes AI opportunities for growth

Dell Technologies delivered a strong Q2 performance with revenue up 9% to $25 billion, driven by record servers and networking business.
Despite challenges in gross margin and storage revenue, the company's focus on AI, customer-centric approach, and cost management present opportunities for future growth.
Optimism surrounds AI and IT hardware refresh cycle, positioning Dell to leverage strengths, drive innovation, and capitalize on emerging market trends.
Transition in Investor Relations leadership and financial stability underscore Dell's commitment to adaptability and growth amidst evolving market dynamics.

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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

The headline numbers for Dell Technologies (DELL) give insight into how the company performed in the quarter ended July 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Dell Technologies (DELL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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Personal Consumption Expenditures (PCE) are out in Friday's pre-market, which is the second-most-important report of the week.

Dow Posts New High Close; DELL, LULU, ADSK and MDB Beat in Q2

Dell Technologies (DELL) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.74 per share. This compares to earnings of $1.74 per share a year ago.

Dell Technologies (DELL) Q2 Earnings and Revenues Top Estimates

Dell Technologies (DELL) shares jumped after the bell Thursday following second-quarter revenue that cleared analysts' expectations on the strength of artificial intelligence (AI) sales.

Dell Stock Rises After Company Reports Stronger-Than Expected Earnings, AI Server Surge

Dell Technologies posted better-than-expected results for its July quarter, boosted by strong demand for its servers powered by artificial intelligence.

Dell Stock Rises on Strong Earnings. AI Server Demand Is Booming.

Dell has emerged as a top vendor for AI-oriented servers, especially those based around Nvidia chips. Demand has skyrocketed from a handful of businesses and cloud providers that are investing billions in developing next-generation AI.

Dell beats estimates as server sales soar 80%, riding AI wave

Dell Technologies beat Wall Street estimates for second-quarter revenue on Thursday, driven by strong demand for its AI-powered servers amid a recovering personal computer market.

Dell beats second-quarter revenue estimates on strong AI server demand

News summary Second quarter revenue of $25.0 billion, up 9% year over year Record Infrastructure Solutions Group (ISG) revenue of $11.6 billion, up 38% year over year, with record servers and networking revenue of $7.7 billion, up 80% Client Solutions Group (CSG) revenue of $12.4 billion, down 4% year over year, with commercial client revenue flat at $10.6 billion Diluted earnings per share of $1.17, up 86% year over year, and non-GAAP diluted earnings per share of $1.89, up 9% ROUND ROCK, Texas , Aug. 29, 2024 /PRNewswire/ -- Full story Dell Technologies (NYSE: DELL) announces financial results for its fiscal 2025 second quarter. Revenue was $25.0 billion, up 9% year over year.

Dell Technologies Delivers Second Quarter Fiscal 2025 Financial Results

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Personal computer maker Dell Technologies is again exploring a possible sale of SecureWorks , after unsuccessful earlier attempts to find a buyer for the U.S. cybersecurity firm, according to people familiar with the matter.

Exclusive: Dell attempts to sell cybersecurity firm SecureWorks again, sources say

UPDATE—Aug. 29, 2024: This article has been updated to reflect more recent share price information.

What You Need To Know Ahead of Dell Technologies' Earnings Report

Dell Technologies Inc. DELL will release earnings results for its second quarter, after the closing bell on Thursday, Aug. 29.

Dell Gears Up For Q2 Print; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Dell Technologies Inc DELL will be reporting its second-quarter earnings on Wednesday. Wall Street expects $1.71 in EPS and $24.138 billion in revenues as the company reports after market hours.

Dell Before The Bell: Will Q2 Earnings Propel The Stock Higher?

Dell Technologies has had a volatile year, with a 140% rally followed by a 50% selloff in the stock. Where do things stand now? The AI server opportunity appears robust, but shares still appear a tad hot, and we'd like to own it from lower. We propose selling $90 strike put options. This would maximize returns while affording us the opportunity to buy it at a better entry point.

Dell: Get Paid To Bid Lower For This Overheated But High-Quality AI Server Play

DELL's second-quarter fiscal 2025 performance is expected to benefit from portfolio strength and an expanding partner base.

Should You Buy, Hold or Sell DELL Stock Ahead of Q2 Earnings?

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Why Dell Technologies (DELL) is a Top Momentum Stock for the Long-Term

Dell Technologies is rated "Hold" due to short-term struggles, despite long-term opportunities in AI and data, with declining consumer strength as a key factor. The weakness of the U.S. consumer is impacting Dell's Client Solutions Group, leading to declining sales and postponed purchases, which is affecting short-term performance. The Infrastructure Solutions Group faces competitive pressures and postponed investments, limiting the benefits from AI advancements, despite potential growth in the data era.

Dell Technologies: A Contrarian View Before The Earnings Call

ROUND ROCK, Texas , Aug. 26, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Michael Dell, chairman & chief executive officer, and Jeff Clarke, vice chairman & chief operating officer, will present at the following conferences: Citi 2024 Global TMT Conference – New York, NY Wednesday, Sept. 4, 2024 8:40 a.m.

Dell Technologies to Present at Investor Conferences in September

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Dell Technologies (DELL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended July 2024.

Curious about Dell Technologies (DELL) Q2 Performance? Explore Wall Street Estimates for Key Metrics

Dell Technologies to report q2'25 earnings on August 29, 2024, with analysts mostly bearish on the name, potentially opening the door for a major earnings surprise. Capital investments in networking and infrastructure technologies have been reignited, as suggested by Dell's peers. This could lead to stronger margins in the coming periods. Increased price target of $202/share with optimistic outlook for revenue growth and operating margin expansion. Dell shares are tactically positioned for a major upswing.

Dell Technologies: Buy Into Earnings (Earnings Preview)

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Investors looking for a reasonably priced AI stock should look no further than Dell Technologies, a leading supplier of AI servers. Live sports streaming is opening up a new growth opportunity for Netflix.

2 Top Tech Stocks to Buy in August

Dell stock collapsed into a deep bear market as its AI growth hype met its moment of reckoning. Dell's AI growth inflection is still in the early stages and looks promising. Following Supermicro's recent earnings, investors are likely assessing a solid AI revenue outlook from Dell.

Dell: Reached A Critical Inflection Point (Rating Upgrade)

Dell Technologies has shifted its focus to AI, experiencing stock price volatility but showing strong revenue growth in Q1 2025. Analysts predict mid-to-high single-digit earnings growth, with a target of over $10 in non-GAAP EPS by FY 2027. Despite technical risks, Dell is considered undervalued, with a buy rating and a fundamental price target of $136.

Dell: Upgrading To Buy Into Earnings, Big EPS Growth In Sight

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Market corrections are nothing to fear. Instead, think of them as glorious opportunities.

2 Stocks Down 51% and 43% That I Just Made Huge Investments In

Dell Technologies (DELL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Dell Technologies (DELL) Reports Next Week: What to Know Ahead of the Release

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Key Points: Mass layoffs, especially in tech, are tied to companies missing out on the AI boom.

News for Dell Technologies Stock (DELL)